NIRI SOCAL CONFERENCE 2023

The Future of Investor Relations

A one-day high impact conference featuring:

  • Buyside panel on market trends in 2023
  • IR leaders best practices in the current market environment
  • Board Members’ and CFOs’ perspectives on the evolution of policy and regulation.
  • Connections with IR practitioners across the region

Speakers

Andrea Altmann

ESG Product Evangelist, NASDAQ

Tim Bei

Vice President, Strategic Finance & IR, Rivian Automotive, Inc.

Shari Bento

Global Head of Corporate Access, Capital Group

Matt Brusch

President & CEO NIRI

Steve Cohen

Director of Strategy and Corporate Analytics, Edwards Lifesciences

Christian D'Souza

VP, ESG, CSR Planning & Philanthropy Ops., The Walt Disney Company

Mitch Haws

IRC, VP Investor Relations, Skyworks Solutions - Moderator

Leahruth Jemilo

VP and Head of ESG Advisory, Corbin Advisors

Natalie Karam

Partner, Capital Markets & Public Companies, Cooley LLP

Ryan Kubota

Director of Investor Relations, InnovAge

Agnes Lee

Senior VP Investor Relations & Strategic Planning, Inogen - Inc.

Phil Mackintosh

Chief Economist, NASDAQ

Tom Marinaro

VP Business Development, AlphaSense

Stanley Martinez

IRC

Eric McIntyre

Head of Investor Relations, Arcutis Biotherapeutics

Garry Ridge

The Culture Coach and Chair Emeritus WD-40 Company

Jung Ryu

Equity Research Analyst, WCM Investment Management

Kris Sennesael

CFO, Skyworks Solutions

Nathaniel Sisitsky

Senior Vice President, General Counsel, NuVasive, Inc

Dewey Steadman

Head of Investor Relations, United Therapeutics Corporation

Aimee Weisner

Multi-Board Member

Jane Wells

Special Correspondent, CNBC - Moderator

Lisa Wheatley

Partner/Portfolio Manager, Nicholas Investment Partners

David Zbojniewicz

VP Finance and Investor Relations, Mattel

Schedule

  • Registration

  • State of Capital Markets

    How is 2023 shaping up? Banking crisis, interest rates, inflation: What else is looming? Find out what you need to know about the macro trends impacting the economy, the financial markets and investor behavior. Billed as a dynamic and lively discussion between a financial pundit and an economist.

    Jane Wells, Special Correspondent, CNBC – Moderator
    Phil Macintosh, Chief Economist, NASDAQ
    Natalie Karam, Partner, Capital Markets & Public Companies, Cooley LLP

  • A C-level Perspective: Corporate Issues Impacting Shareholder Communications

    What are the topics and issues top of mind for the Board and the C-suite? And, what impact does this have on shareholder communication? Hear from CFOs and Board members on recurring themes in the board room, from new views on banking relationships, proxy best practices, corporate governance, SEC policy and other important topics.

    Mitch Haws, IRC, VP Investor Relations, Skyworks Solutions – Moderator
    Kris Sennesael, CFO, Skyworks Solutions (Board Member: Nasdaq: MAXN)
    Aimee Weisner, Multi-Board Member (Bd Member: NYSE: GKOS)
    Nathaniel Sisitsky, Senior Vice President, General Counsel, NuVasive, Inc

  • The Future of Competitive Intelligence for IR and Corporate Strategy Leaders: How Teams Stand out from the Crowd

    How do you stand out from the crowd and gain a true competitive edge? The most successful IR and Corporate Strategy teams are adopting best practices around content sources, the use of AI technology, and workflow tools to shake off the competition and gain a true edge. Learn about the state of market intelligence, the main challenges IR and Corp Strategy teams face today, best practice solutions to implement, and real-life examples of what excellence resembles.

    Tom Marinaro, VP Business Development, AlphaSense – Moderator 
    Steve Cohen
    , Director of Strategy and Corporate Analytics, Edwards Lifesciences
    Ryan Kubota, Director of Investor Relations, InnovAge
    Eric McIntyre, Head of Investor Relations, Arcutis Biotherapeutics

     

  • Networking Lunch

  • The Leadership Behavior that Creates & Destroys Corporate Culture

    Garry Ridge, The Culture Coach and Chair Emeritus WD-40 Company

  • Investor Engagement with Issuers

    Fundamental to every successful investor relations program is building strong relationships with the investors and educating senior management on the trading dynamics that impact valuation. Today’s rapid trading technologies, the evolution of index funds and ETFs have permanently altered this landscape. Learn directly from portfolio managers and corporate access specialists how the trading environment is evolving and how the critical role of IR will need to change to keep pace.

    Stanley Martinez, IRC – Moderator
    Jung Ryu, Business Analyst, WCM Investment Management
    Shari Bento, Global Head of Corporate Access, Capital Group
    Lisa Wheatley, Partner/Portfolio Manager, Nicholas Investment Partners

  • ESG Case Study: A Chat with ESG Leaders

    In a rapid fire Q&A format, hear from two corporations that recently navigated the ESG Annual Reporting process. They will discuss their best practices for creating best in class ESG Annual reports.  Learn from representatives at Corbin Advisors and Nasdaq about examples of and best practice for creating a “best in class” ESG Annual Report.

    Andrea Altmann, ESG Product Evangelist, NASDAQ, Co-Moderator
    Leahruth Jemilo, VP and Head of ESG Advisory, Corbin Advisors, Co-Moderator
    Dewey Steadman, Head of Investor Relations, United Therapeutics Corporation
    Christian D’Souza, Vice President, ESG, CSR Planning & Philanthropy Operations, The Walt Disney Company

  • IR Panel: Future of IR Best Practices

    The role of IR within corporations is constantly evolving, with multi-dimensional professionals displaying the value of the role and their versatility across the organization. This group of speakers shaping the future of Investor Relations will describe how their role is evolving, the tools IROs need to be successful, and lessons learned from the frontlines of turbulent times.

    Matt Brusch, President and CEO, NIRI – Moderator
    Tim Bei, Vice President, Strategic Finance & IR, Rivian Automotive, Inc.
    Agnes Lee, Senior VP Investor Relations & Strategic Planning, Inogen, Inc.
    David Zbojniewicz, VP Finance and Investor Relations, Mattel

  • Post Event Reception

May 18, 2023

 

The Cove @ UC Irvine

5270 California Ave # 100

Irvine, CA 92617

 

Google Maps Link

 

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